Portfolio Management Services (PMS)Compare Schemes
Alchemy Select Stock vs Core Value Strategy-Concentrated Option
Add SchemeGrowth of ₹1 Crore
Alchemy Select Stock
Core Value Strategy-Concentrated Option
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
7.30%
2.00%
6 Months
20.36%
4.68%
1 Year
18.14%
1.87%
3 Years
21.64%
11.50%
5 Years
16.27%
11.18%
Since Inception
19.97%
13.51%
Fund Age
17 yrs 8 mo
7 yrs 4 mo
AUM
₹5,014.26 Cr
₹149.25 Cr
Alpha – 1 Year
13.42%
−2.85%
Alpha – 3 Years
9.55%
−0.59%
Information Ratio – 3 Years
0.97
-0.25
Volatility – 1 Year
21.97%
19.19%
Volatility – 3 Years
19.06%
15.31%
Beta – 1 Year
1.13
1.06
Beta – 3 Years
1.07
0.92
Sharpe Ratio – 1 Year
0.62
-0.09
Sharpe Ratio – 3 Years
0.85
0.39
Worst Rolling Year
-6.02%
9.38%
Value at Worst Rolling Year
₹0.94 Cr
₹1.09 Cr
Deepest Drawdown
−24.55%
−17.52%
Recovery Period
436 days
Not yet recovered
1-Year Rolling Windows Positive
95.34%
100.00%
Median Rolling Year
19.24%
17.16%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 38% · M 28% · S 30%
L 61% · M 17% · S 18%
Number of Stocks
97
15
Portfolio P/E
63.07
23.26
Top 5 Holdings
One 97 Communications Ltd · 8.25%
Multi Commodity Exchange of India Ltd · 7.59%
Bajaj Finance Ltd · 6.77%
Cartrade Tech Ltd · 6.59%
Eternal Ltd · 5.56%
HDFC Bank Ltd · 9.50%
ITC Ltd · 9.50%
Asian Paints Ltd · 7.00%
Indraprastha Gas Ltd · 7.00%
Infosys Ltd · 7.00%
Top Sectors
Financial Services · 32.86%
Capital Goods · 22.23%
Consumer Services · 12.67%
Financial Services · 27.00%
Automobile and Auto Components · 11.00%
Fast Moving Consumer Goods · 9.50%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%